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Free Coaching, 1:1s & Feedback Resources

Free Coaching, 1:1s & Feedback templates, scripts & swipe files, calculators & tools and checklists for sales reps, managers and enablement leaders. Every resource is the full thing on the page: copy it, adapt it, use it. No sign-up, no download gate.

Sales Templates

Coaching, 1:1s & Feedback1:1 Meeting Notes & Action TrackerA running log that carries commitments forward from one 1:1 to the next, so coaching accountability doesn't reset every…Coaching, 1:1s & FeedbackCall Coaching Feedback TemplateA structured one-pager for logging strengths, gaps, and one committed next action after every call review, so coaching…Coaching, 1:1s & FeedbackCall Observation Notes TemplateA structured note-taking sheet for live or recorded call observation that forces a specific behavior, quote, and…Coaching, 1:1s & FeedbackPre-1:1 Competency Diagnosis Card for Coaching ManagersFill-in template that forces managers to name the exact competency and development stage before every coaching 1:1.Coaching, 1:1s & FeedbackSales 1:1 Meeting Agenda TemplateA repeatable weekly 1:1 structure that balances pipeline check-ins, skill coaching, and career conversation so 1:1s…Coaching, 1:1s & FeedbackSales Coaching Plan Template (30-60-90)A quarter-long coaching roadmap tying each 30-day block to a named skill, a practice method, and a measurable outcome.Coaching, 1:1s & FeedbackSales Performance Improvement Plan (PIP) TemplateA legally sound, skill-anchored PIP structure that names the competency gap, the support provided, and the measurable…

Sales Scripts & Swipe Files

Coaching, 1:1s & FeedbackCoaching Conversation Opener Swipe FileHow to open a hard coaching conversation with an underperforming rep without triggering defensiveness in the first 30…Coaching, 1:1s & FeedbackDifficult Conversation Scripts: Missed Quota & Behavior IssuesVerbatim openers and de-escalation lines for the three hardest manager conversations: quota miss, attitude, and…Coaching, 1:1s & FeedbackGROW Model Coaching Conversation ScriptWord-for-word Goal-Reality-Options-Will questions that turn a coaching session into a rep-led plan instead of a manager…Coaching, 1:1s & FeedbackHow to Ask Your Manager for Better Feedback (Script)Exact phrasing reps can use to request specific, actionable feedback instead of a vague 'you're doing fine' from a busy…Coaching, 1:1s & FeedbackRole-Play Script Library for Coaching Sessions20 realistic buyer-objection and stall scenarios reps can rehearse solo or with a manager before the moment shows up…

Sales Calculators & Tools

Coaching, 1:1s & FeedbackManager Time-to-Coach Ratio CalculatorBenchmarks the percentage of a manager's week actually spent coaching versus admin and forecasting, against industry…Coaching, 1:1s & FeedbackSales Coaching Cadence CalculatorEnter team size, tenure mix, and quota attainment to get a recommended weekly coaching-hours allocation per rep.Coaching, 1:1s & FeedbackSales Coaching ROI CalculatorModels the revenue impact of increasing coaching hours per rep, using ramp-time and win-rate lift assumptions you can…Coaching, 1:1s & FeedbackSales Manager Span-of-Control CalculatorModels the ideal rep-to-manager ratio for your segment and deal complexity, so coaching quality doesn't erode as…

Sales Checklists

Coaching, 1:1s & FeedbackCall Shadowing & Ride-Along ChecklistWhat to actually watch for on a live or recorded ride-along, so shadowing produces coaching notes instead of just…Coaching, 1:1s & FeedbackNew Rep 30-60-90 Day Coaching ChecklistThe exact coaching touchpoints and skill checkpoints a manager should hit in a new rep's first three months to hit ramp…Coaching, 1:1s & FeedbackSelf-Coaching Call Debrief ChecklistThe questions a rep asks themselves after listening back to their own call, for the weeks a manager doesn't have time…

Sales Enablement Directories

Coaching, 1:1s & Feedback1:1 Question Bank by Career StageDifferent questions for a rookie, a plateaued mid-tenure rep, and a top performer eyeing promotion, because one 1:1…Coaching, 1:1s & FeedbackFree Sales Coaching Certification DirectoryA vetted list of no-cost and low-cost manager-coaching certificate programs, ranked by rigor and time investment.Coaching, 1:1s & FeedbackSkip-Level 1:1 Question Bank60 vetted questions for leaders running skip-levels that surface manager blind spots without undermining the direct…

Sales Scorecards & Rubrics

Coaching, 1:1s & FeedbackCoaching Effectiveness Scorecard for ManagersA rubric leaders use to rate manager coaching quality itself: consistency, specificity, follow-through, instead of only…Coaching, 1:1s & FeedbackDiscovery Call ScorecardA weighted rubric scoring discovery calls on question quality, pain quantification, and next-step control, not just…Coaching, 1:1s & FeedbackObjection Handling Call Review RubricScores how a rep actually handled objections on a real call: acknowledged, isolated, reframed, confirmed, against a…

Sales Skills Assessments

Coaching, 1:1s & FeedbackAm I Coaching Enough? Manager Self-Audit QuizA 15-question diagnostic that scores your actual coaching frequency and depth against what top-quartile managers do…Coaching, 1:1s & FeedbackSales Skills Self-Assessment QuizA 20-question competency self-rating that hands reps a personal skill-gap map before their next 1:1, so the…

Sales Cheat Sheets

Coaching, 1:1s & FeedbackConstructive Feedback Cheat Sheet for Sales ManagersSwap-in phrases replacing vague or harsh feedback lines with specific, behavior-anchored alternatives reps can actually…Coaching, 1:1s & FeedbackSBI Feedback Model Cheat SheetSituation-Behavior-Impact scripting cards that turn vague 'be more confident' feedback into specific, actionable…

Sales Frameworks

Coaching, 1:1s & FeedbackCoaching Frequency vs. Rep Tenure MatrixMatch your coaching cadence, session length, and focus area to each rep's tenure and skill stage — no guesswork.Coaching, 1:1s & FeedbackSales Coaching Framework: Diagnose, Demonstrate, Drill, DeployThe four-stage operating model behind ThinkWork's 400+ competency rubrics, adapted as a standalone coaching methodology…

Sales Enablement Guides

Coaching, 1:1s & FeedbackCareer Development Conversation GuideA facilitation guide for the 1:1 where you map a rep's next 18 months of role and earning trajectory, not just this…Coaching, 1:1s & FeedbackPeer Coaching Conversation Guide & Paired Session TemplateStructure rep-to-rep coaching pairs with a session agenda, question prompts, and a feedback exchange protocol that…

Sales Enablement Toolkits

Coaching, 1:1s & FeedbackFirst 90 Days of Sales Manager Coaching ToolkitEverything a newly promoted sales manager needs to run credible coaching in month one: templates, scripts, and a…